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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Christmas Greetings 5i Team!
I've owned Parkland Fuel for about 10 years now, and lately the stock's done very well. With the new EV sales mandates announced by the Federal gov't, would you continue to own a company whose main business is gas stations and fuel distribution? I'm thinking most people who can afford EV's are also likely to own a single-family homes and will charge at home. Of course, there is also the possibility that these sales mandates will be scrapped with a change in gov't in two years' time. Is it best to sell now, wait to see what happens in the next election, or continue to hold long term?
Many thanks,
Brian
Read Answer Asked by Brian on December 27, 2023
Q: Hi 5i,
I’m sitting on a large cash position and want to take advantage of today’s opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?

Thank you!
Read Answer Asked by Greg on October 30, 2023
Q: In reference to your answer today regarding selling the 4 stocks to replace with UMAX, you state that UMAX is “ fully invested in utilities “. I do not believe this to be true as it holds industrials such as WCN, CP, CN , and pipelines and phone companies, which may have a deep moat but I do not class as utilities. I bought this etf for its selection of solid large cap companies across several sectors. True utilities in this ETF are FTS, EMA, NPI, H, ( 30 % of total etf ). The name of the etf is a bit of a misnomer.
Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: In my RRIF, where income with some growth is the aim, I am considering replacing one or all of EIF, SPB, PKI, CRR.UN with UMAX ETF. In what order would you sell ( I believe it’s best to spread this out over the next 6 months) ? Is there any stock you would keep or is a definite sell ? This will double the portfolio’s income and offset the rising mandatory withdrawal . This will also increase my portfolio’s composition of large cap industrial and utility companies. Your opinion on this approach is appreciated. Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: Could you please give me your top five dividend aristocrats. Thank you
Read Answer Asked by Anne on October 11, 2023
Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on September 28, 2023
Q: I have been thinking of replacing PKI with EIF in my RRIF over the last few months. During this time PKI has been steadily rising ( in a weak/ declining market) while EIF has been following the market down. The EIF decline has been quite substantial from what I see is a strong company with good prospects. Is there something wrong with the company that us retail investors don’t know about. ? Is there a rerating of the company going on ? Several analysts have been more positive on PKI. Should one expect strength in this stock to continue. ? Trying to figure out when ( and if ) I should make the switch. My gut says to wait this out. Your thoughts are appreciated. Thanks. Derek.
Read Answer Asked by Derek on September 27, 2023
Q: How would you rank these? What is their free cash flow if any? Please advise whether they are buy, hold or sell rating..
Read Answer Asked by David on September 05, 2023
Q: Are you aware of any reason for Parkland to drop over 5% on over 5 times the normal volume yesterday? I couldn't find anything. The stock is held in my husband's TFSA with a good gain over several years. It is a small portion of our total portfolio. I had been thinking of adding on its recent positive momentum. Or selling to add to a partial new position in NWC. Thank you for taking the time to do a little checking. Have a great long weekend.
Read Answer Asked by JANE on September 01, 2023
Q: I have owned PKI for 10 years and have done OK but now am building a case to sell. I see PKI as a company whose assets spans an oil refinery to M&M frozen foods with oil distribution and convenience stores in between. Now is facing significant capex to add EV charging stations and facing more competition in this area with the announcement that the major auto companies are to build out charging stations across Canada.

Please shot holes into my thesis. Am looking to replace with EIF, your thoughts on this company would be appreciated. Thanks. Derek
Read Answer Asked by Derek on August 01, 2023